+28.0%
NBIS vs HIG
+12.7%
+15.3%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +2.4% | -9.0% | -2.7% |
| 7D | -22.4% | +6.2% | -28.6% | -13.6% |
| 30D | -39.1% | +9.4% | -48.6% | -28.4% |
| 3M | -37.3% | -2.3% | -35.0% | -37.2% |
| 6M | -19.8% | +4.2% | -23.9% | -9.7% |
| YTD | +69.1% | +1.6% | +67.5% | +88.0% |
| 1Y | +28.0% | +9.9% | +18.1% | +66.1% |
| All | +28.0% | +12.7% | +15.3% | +66.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HIG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling